About - dotKonnect
Small businesses fail in most cases for lack of financial discipline and poor cash flow management. dotKonnect’s mission of connecting the dots in the F&A world to handhold businesses out of finance, tax, and compliance wilderness is well executed with the rightful combination of TPT – Team, Process & Technology. dotKonnect’s cloud accounting platform usage of industry-specific solutions along with a competent team enables them to deliver results.
Empowering businesses with financial intelligence is the primary focus of dotKonnect. dotKonnect is a one-stop-shop solution for self-employed, startups, small businesses, subsidiaries of foreign entities and individuals to manage their needs around F&A, Tax, Compliance, and Payroll.
Phani’s dream was to create an environment of people aligned with technology to serve SMBs with F&A process efficiency and financial intelligence. He has multiple international F&A qualifications including Certified Fraud Examiner and Enrolled Agent (US IRS). He was associated with Ernst & Young and Deloitte, where he played a key role in finance transformation at Fortune 1000 enterprises. He serves as an advisor to multiple startups and SMBs. Phani is one of the privileged in his profession of representing the state of Andhra Pradesh (India) in Ranji Trophy cricket for four consecutive years (1992-96)
Phani found an able and trusted partner in Prem Balusu. He has decades of F&A, assurance and payroll experience across multiple platforms. Very familiar with tax and compliance regulations applicable across multiple states. He has hands on experience with various accounting softwares and solutions to enable small business functions. Prem leads the entire service delivery in coordination with the teams in US and in India.
CFO Advisory team
Peter M. Baldwin
After finishing his tour of duty with Big 4 management consulting in the areas of system design and financial management, Peter transitioned into CFO-related work. As Peter began to understand and meet the needs of his clients comprising a wide variety of industries in the SMB (usually B2B) market space, he gravitated towards a client service model that serves 5-8 clients concurrently. Over the last 16 years, he has innovated and refined his proprietary Y10P operational finance methodologies with 30 companies. He is the author of Total Victory: Seven Entrepreneurial Secrets from the Battlefield a battle-tested field guide for entrepreneurs. Peter enjoys outdoor activities as well as tennis and basketball.
May Lee Harris
There always has to be someone on the financial team who is a repentant accountant and that member is May Lee. Actually earning her CPA was a really smart move the rest of us have coveted over the years. May Lee has spent her distinguished career constructing, managing and coaching financial teams to excel in high-stakes environments such as private equity ventures and distressed situations. She is adept at systems design and has never met an accounting system she couldn't quickly conquer. When our team needs to calm a tense situation or to settle a new controller, we send her in to get the job done. She is a gifted historian and an outdoors adventurer and very hard to keep up with.
Qualified and experienced team
Phani & Prem’s philosophy of recruiting ‘PHDs’ (Passionate & Professional, Hardworking & Hungry and Dedicated & Driven) has panned out well to build a solid team and alliance partners, having multiple professional qualifications like CA, CMA, CIA, EA, CPA, CFE, Cert IFRS and more.
Focused on Startups, Small & Medium Businesses
Partnering, collaborative and result oriented approach
Cost effective, scalable, flexible and responsive delivery model
Highly experienced and qualified team of finance and tax professionals
Proven track record of delivering sustained value to hundreds of small businesses across industries
Methodology embedded with improving, standardizing and streamlining processes with systems & software implementation
We are into FBO - Aviation industry. dotKonnect has learnt the business & systems of FBO operations to effectively form as our integral F&A department. dotKonnect manages our entire financial back office functions and processes between two locations in San Antonio, TX and Cedar City, UT
dotKonnect Services has been our strategic F&A partner advising us very effectively in building our dental practice into a multi location service model. dotKonnect manages our books, taxes and compliance
- MG Family Dentistry
We were around 15 resources or so when we signed up with dotKonnect Services as their first client. dotKonnect has been our F&A department managing our books, payroll, tax and compliance functions. They have been a successful F&A partner in our growth over the last 5 years
- Accolite inc
dotKonnect Services has been managing our global books of accounts very successfully and they have been an integral part of streamlining and automating our F&A processes to help us effective manage our growth as we became more global with revenue base in US, Mexico, South America, Europe and Middle East
- Volante Technologies Inc
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